My setups, methodology, and how to build trading mastery

Finance-focused summary (trading methodology & setups)

Core trading style / horizon

• Primarily swing trader (not day trading):
  • Shorts: typically hold several days to weeks
  • Longs: typically hold weeks to months

Key instruments / tickers / sectors mentioned

Stocks / tickers

• INO, MRNA, GBTC (Bitcoin ETF), IBIO, LEVONGO (spelled “Levongo”), ENVAX, R (range breakout long), ARC, P.S. (Chinese growth stock), SC, FMCI, VTIQ, BLDP, FAS, NCH, TTD, XCM, DXCM, CCL, NCL, IBIO

ETFs

• GBTC
• FAS (triple financial ETF)

Index / benchmark ETF

• SPY

Sector themes

• Technology/software (dominant in current market cycle)
• Biotech
• Raw materials/cyclicals (as alternatives depending on the cycle)
• Fuel cells (BLDP)
• COVID-19/vaccine/biotech momentum

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Methodology / framework (step-by-step concepts)

1) “Short parabolic position” (parabolic short selling)

Looks for an asset that:

• Extends too far in too little time (parabolic move), e.g.:
  • 200–300% (or even >1000%) in a short period
  • timelines cited: 3 days, 5 days, 2 weeks
• Rises without foundation (speculation/pump behavior)

Timing rules / entry trigger

• Wait to short until later in the run:
  • “Best” when it has gone up for 3–5 consecutive days
  • Avoid “short-circuiting” on day 1 or day 2 (even though sometimes it works)
• Preferred short entry zone:
  • Lows of the opening range on intraday charts
    • opening range can be 1-minute, 5-minute, or 1-hour (often 1-hour)
  • If the stock is going straight up, the short is placed when it breaks the opening range lows

Risk/reward concept

• Example described: risk ~$2 to potentially win $20–$25 on the downside (for a narrow-range continuation/fade)

Indicator used

• VWAP is used heavily for confirmation in fades/mean reversion:
  • For shorts: the setup often involves the stock failing VWAP and staying below it intraday

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2) “Long parabolic curve” / long mean reversion (rebound plays)

Mirror concept to the short setup:

• Target names that dropped ~40–70% in 1–4 sessions

Long trigger mechanics

• Day 4 example: gap down, then a wash
• Stock recovers VWAP and stays above it
• Use opening range minimums / VWAP recovery as “minimums” confirmation

Scale-in / add rules

• Wait for early confirmation (described as “first green candle”)
• Use the low of the first green candle as a potential stop for rebound entries

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3) Breakouts & gaps for profit (earnings-driven momentum continuation)

Framework described:

• Look for a stock that gaps up on earnings and breaks a long range / multi-year high with high volume

Examples

• TTD: earnings beat (EPS & revenue), better projections; gap up + high volume; breaks a multi-year range
• XCM: earnings beat; EPS +261% YoY, revenue +49%; growth estimates cited for next year and following year; gap/straight up move
• DXCM: exceeds estimates and raises projections; mentions bounce off the 200-day moving average during COVID period

Caution embedded

• Even “perfect examples” can still lead to losses; variance is expected.
• He also notes he sold early in some examples, highlighting execution risk / opportunity cost.

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VWAP & opening range as repeated playbook elements

• VWAP
  • Key for fades (shorts) and rebound confirmations (longs)
  • “VWAP fails” is referenced as a signal to expect continuation/mean reversion
• Opening range highs/lows
  • Used to define levels for entries/exits:
    • Shorts: opening range lows
    • Longs: evidence of holding/reclaiming levels and/or first reversal candle logic

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Risk management & performance metrics mentioned

Position sizing / holding rules (execution)

• Cutting/adding based on:
  • VWAP behavior
  • relative strength vs the broader market
  • opening range level breaches
• Example risk control:
  • Some shorts: risk about $1
  • For one short: stop around 10 (cited while describing a remaining half position)

Stated hit-rate vs profitability concept

• Explicit claim: can be wrong ~70% of the time and still profit because:
  • small losses / small losers
  • big gains / big winners
• Additional detail:
  • “Around 60% of trades are losses,” possibly up to ~70% last year (with break-even outcomes implied)

Example large loss

• VTIQ mean reversion short:
  • reported loss of ~$125,000
  • attributed to being “too aggressive” and not adding when weakness appeared

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Relative strength / market context

• Uses relative strength/weakness vs the market:
  • For shorts: stock shows relative weakness (e.g., opens lower while SPY rises)
  • For longs: stock shows strength while the market opens higher
• Benchmark number:
  • SPY referenced as rising about ~1% to ~1.3% overnight when he adds/acts on MRNA weakness

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Scanning methodology (how he finds setups)

Nightly scans

Constraints mentioned:

• Liquidity: stocks with ~$60M daily volume
• Volatility / range: minimum average daily range of ~2.4%
• Strength filter: among the top ~7% strongest
• Timeframes: examples include 1.5 years, 1 month, 1 year, 6 months, 3 months, etc.

Pre-market data note (affects counts)

• Scan results were unexpectedly low because pre-market data was included; disabling pre-market increased results
  • example: 4 items → 47 actions

Additional scans

• Strong winners scan: stocks up at least 25% in last 5 days (with similar volume/range filters)
• Losers scan: stocks dropped significantly over 1–2 years
• Intraday scans: also focused on strong stocks patterns

Sector cycle observation

• Currently technology/software dominates (fastest momentum), so many watchlist actions skew tech/software
• He adjusts by cycle:
  • can also find biotech, cyclicals, or raw materials depending on conditions

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Explicit recommendations / cautions / disclaimers

• Strong caution: don’t randomly “guess maximums”—wait for weakness confirmation, such as:
  • opening range lows
  • VWAP failure
  • first reversal candle logic
• Rejects following others for trades:
  • advises against “day traders”/paid chat rooms
  • emphasizes doing one’s own research
• No formal “not financial advice” disclaimer is included in the provided subtitles, but he repeatedly emphasizes independent research and learning.
• Mentions a free live stream at the end where he answers questions and provides ideas (not selling anything).

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Presenter / sources

• Presenter: the speaker (no name provided in the subtitles)
• Sources/tickers referenced: tickers listed above (e.g., INO, MRNA, GBTC, IBIO, TTD, XCM, DXCM, SPY) are cited as examples from trading history and charts.